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(646) 844-2416

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Pro Bono

Schupak Financial Advisors is a proud partner of Pledge 1%. In an effort to give back, we have dedicated 2-hour blocks for pro-bono work each month.

These hours are intended for those who would not typically qualify to work with a traditional financial planner. Services where we tend to be most helpful are

  • Prioritizing cash flow between debt payments, savings, life enjoyment, and retirement
  • Assessment of emergency fund target levels
  • Social Security optimization for your circumstances
  • Understanding your tax return and how to improve it for your future
  • Optimizing retirement allocations and contributions

You will also be required to sign a contract in advance of our meeting for compliance reasons as we are required to abide by stage regulatory laws.

Schedule a Pro Bono Meeting

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Copyright 2021 Schupak Financial Advisors, LLC
101 Hudson Street, Suite 2175, Jersey City, NJ 07302     •     54 W. 40th St., New York, NY 10018
Schupak Financial Advisors, LLC is an investment advisor registered in New Jersey.
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